MetisOS
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Changelog

Everything shipped, in order. Click a month to see what changed.

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Changelog

updates shipped this month

New Feature

Network Status — Public Transparency

A live transparency page at /auth/status/ showing the platform's health in real time. Council coverage, daily scrape activity, recent network events. The kind of thing trust requires — you can see exactly what's running, when each council last refreshed, and the operational pulse without asking us.

  • Per-council scrape status with last-success timestamp and 7-day health pattern (green/amber/red dots)
  • Live activity feed — council activations, backfill completions, coverage milestones, data milestones (the 5 event types that matter)
  • Total active councils + total records counters — cached, pulled from the same source of truth as the dashboard
  • Zero operational telemetry leakage — only customer-relevant signals; ops-side jobs stay out of public view
Customer Accuracy Fix

Decision Velocity — Council Intelligence Accuracy Restored

The "average days to decision" number on every workspace, council profile, and public SEO council page was being inflated by historical archive records (some decided years ago, only recently appearing in the dataset). A new shared filter excludes those, so the figure now reflects current decision velocity — not the long tail.

  • Tower Hamlets: 1,348 days → 242 days (real recent average) — verified via public council page + JSON-LD schema
  • Haringey workspace council intelligence: 60 → 47 days — closer to council statutory window
  • Applied across 5 surfaces — workspace, public SEO pages, analytics, firm profile, agent profile — all use the same source-of-truth filter
  • Approval rate + active-pending counters unchanged (no regression on adjacent metrics)
Council Coverage Restored

Manchester Restored — Migration to Arcus Portal

Manchester City Council decommissioned its Idox portal in late April and migrated to a new Arcus-based system. Within weeks, we'd reverse-engineered the new portal's filter payload, integrated it, and backfilled the 30 days of submissions that landed in the gap.

  • New Arcus portal integrated at arcusbe.manchester.gov.uk — clean URL handling for the new domain
  • ~605 new applications backfilled covering the migration gap; 63% of those captured both agent + applicant details
  • Manchester now scraped daily on the same schedule as the rest of the network — no special handling needed by customers
New Feature

Planning Conditions — PDF Parsing for Idox & Assure

Most councils publish planning conditions in PDF attachments rather than HTML. We now parse those automatically — pulling out individual numbered conditions, classifying them as trackable (requires a discharge application) or compliance-only, and surfacing them in the workspace condition cards.

  • PDF parsers for Idox (nested sub-numbering: 1, 1.1, 1.1.a etc.) and Assure (single-space numbering convention)
  • Per-portal dispatch — the right parser fires based on the council's portal family, no manual selection
  • Trackable vs compliance classification baked into the parse — trackable conditions show as expandable cards in the workspace, compliance hides behind a toggle
  • Nightly cron + manual refresh button on workspace — conditions stay current without waiting for daily scrape
Performance

Performance — Faster Pages Across the Board

The platform is markedly faster, particularly on agent profile pages and portfolio rollups.

  • Agent profile pages: 9.2 s → 540-700 ms (13-17× faster); warm hits under 50 ms
  • Portfolio aggregate views: 7× faster on multi-council firms
  • Zero downtime during the rollout
Workspace Polish

Workspace Conditions — Boilerplate Removed

Council planning condition documents include a lot of generic boilerplate text (statutory notices, advice, standard footers) that previously appeared as "conditions" in the workspace. Cleaned up the parser regex and removed 3,450 boilerplate rows from the live dataset — workspace condition cards now show only enforceable conditions.

  • 12 verified boilerplate patterns added to the skip regex (GPDO clauses, statutory advice, etc.)
  • 3,450 boilerplate condition rows deleted from PROD — verified zero trackable conditions affected via 39-spot-check audit before applying
  • Real PD-stripping conditions ("Notwithstanding the provisions of the GPDO...") were carefully excluded from the boilerplate regex — these are enforceable and remain visible
Major Release

CRM v2 — My Leads Pipeline Rewrite

My Leads is no longer a save list. It's a full deal pipeline — shared across your team, with threaded notes, follow-up reminders, and a live activity feed per lead. The kind of thing you'd normally bolt on with a separate tool you never quite sync with Metis. Now it's just there.

  • 5 pipeline stages (New, Contacted, Quoted, Won, Pass) — updated in one click
  • Threaded notes with @mentions — tag a colleague, they get a notification
  • Follow-up reminders — set a date, get pinged when it arrives
  • Team sharing — promote a personal lead to the team pipeline, assign to colleagues
  • Per-lead activity timeline — every stage change, note, status update, assignment logged and visible
  • KPI hero strip — pipeline value, conversion rate, 7-day trend deltas
  • User-entered quote amount — override the AI estimate with your actual quoted figure
New Feature

Discharge & Condition Status Tracking

When a council discharges a condition or rules one isn't required, that's a distinct outcome — not an approval, not a withdrawal. MetisOS now tracks those as standalone decision statuses, and alert rules can target them directly.

  • DISCHARGED and NOT REQUIRED are now first-class decision statuses, shown everywhere APPROVED and REFUSED appear
  • Alert rules can target either status — so you can watch specifically for conditions being discharged on schemes you already care about
  • Workspace pin intelligence — pin a discharge-of-conditions application and the workspace auto-resolves to the parent permission; the discharge shows as a child under Conditions, no duplicate workspace
  • Historical backfill across the entire dataset — every past discharge application reclassified in one sweep
New Feature

Notification Bell

A persistent notification feed in the top nav, covering everything that needs your attention — status changes on saved applications, lead assignments, @mentions in notes, follow-up reminders, and new matches from your monitoring rules. The count badge updates every 30 seconds without a page refresh.

  • 8 notification types — status changes, lead assignments, note replies, @mentions, follow-ups due, new alert matches, agent activity, and workspace updates
  • Per-item dismiss from the dropdown, bulk mark-all-read
  • Dedicated /alerts/notifications/ page with type filter tabs and manual pagination
  • 30-second HTMX poll — only fires when the browser tab is visible
Improvement

Parent-Child Application Linking

Councils write planning references in at least 12 different ways. We now recognise all of them — and automatically link discharge of conditions applications back to their parent permission.

  • 12 reference formats across all major council portal types — automatically detected from application descriptions, no configuration needed
  • Context-gated matching prevents false positives on dates and unrelated numbers
  • Automatic materialisation in the data pipeline — no manual matching needed
Tier Expansion

Project Workspace Now on Team Tier

Project Workspace — the full-lifecycle tracker for parent permissions, discharge conditions, amendments, and council decision-time intelligence — is now included with every Team plan. Previously enterprise-only.

  • All Team plans get shared workspaces, condition tracking, and council intelligence — same surface that's been on Enterprise
  • Per-member alert opt-in — each teammate decides whether status changes in a shared workspace should ping them personally
  • Shared and personal notes — team-wide context alongside private follow-ups; both live on the same condition
  • Condition notes can be assigned to specific teammates for follow-up
Platform Polish

Security, Scrapers, and Small Things

Nothing flashy, but the kind of work that matters.

  • Assure portal parser rewritten — detail-page fallback for ambiguous listing-row statuses
  • API tokens hashed at rest (PBKDF2) — raw token shown once on creation, never stored
  • Open redirect prevention on all POST redirect targets
  • Card capability icons — person and envelope icons on Live Feed and Daily Summary cards when agent/applicant data is present
  • Admin application cost estimates fixed — variation, discharge, certificate, trees, advertisement, and prior-approval applications now correctly show £0 instead of being mis-valued as construction projects (tens of thousands of historical records corrected)
  • Map pins work for addresses without UK postcodes — OpenStreetMap Nominatim fallback means portals that don't capture postcodes (Hillingdon and others) now show site pins on detail pages
Enterprise

Project Workspace

A dedicated workspace for enterprise teams tracking large or complex planning projects from submission through to implementation. Rather than treating each application as a standalone lead, the workspace gives you the full lifecycle in one place — parent permissions, discharge conditions, related amendments, and the decision record for the council your project sits in.

Full application timeline — parent permission, discharge of conditions applications, amendments, and non-material variations shown in chronological order
Planning conditions tracker — individual conditions parsed from the council portal, tracked as pending, in progress, or resolved; refresh any time from the workspace
Council intelligence — average decision time, approval rate, and current pending volume for the council your project sits in
Team visibility — see which colleagues have pinned the same application; no duplicate effort across the team
Automatic status monitoring — enable auto-alerts per project; any status change on any application in the workspace triggers a notification
Dashboard Projects mode — enterprise users can switch the main dashboard to a Projects view, making workspace the primary screen rather than the live feed
New Feature

Single Sign-On — Google OAuth & SAML 2.0

You can now sign in to MetisOS with your Google or Microsoft account. Enterprise organisations get full SAML 2.0 support — configure your own identity provider once and your team signs in without ever creating a MetisOS password.

Google & Microsoft OAuth — one-click sign-in for all tiers; new accounts are created automatically on first login
SAML 2.0 (Enterprise) — connect your own IdP (Okta, Azure AD, Google Workspace) via SP metadata; domain-based routing means no extra steps for your team
Auto team join — OAuth logins that match a pending seat invitation are accepted automatically
Self-serve config — enterprise admins configure their IdP directly from the Organisation dashboard, no support ticket required
Enterprise

Enterprise API & White-Label Infrastructure

Enterprise accounts now get programmatic access to the full MetisOS dataset via a REST API, with bearer token authentication, per-minute rate limiting, and a token management dashboard. Enterprise organisations can also white-label the platform with their own logo and display name.

REST API — 4 endpoints — applications (filterable by council, cost, date, type), councils list, and your organisation's saved leads pool
Bearer token auth — create and revoke named API tokens from the Organisation dashboard; tokens are shown once on creation and cannot be retrieved again
Rate limiting — 60 requests per minute per token, enforced server-side with a rolling window
White-label branding — enterprise organisations can set a custom logo and display name that replaces the MetisOS identity across the platform
Major Release

Team Accounts & Multi-Seat Workspace

MetisOS now supports multiple users under a single organisation. Every seat gets full Professional access, and the lead pipeline is shared across the whole team — so no one chases the same applicant twice.

Shared My Leads pipeline — bookmarks and CRM stages visible to every team member
Role-based access — Owner, Admin, and Member roles with separate billing and admin permissions
Org-level watchlist rules — set council monitoring rules once at the organisation level, visible to all members
Email seat invitations — invite colleagues with a link; they join in one click with no friction
Per-seat Stripe billing — self-serve team checkout with quantity control; cancel or change seats anytime
New Feature

My Leads — Built-in CRM Pipeline

Saved applications are now a full deal pipeline. Every bookmarked lead can be moved through five stages and annotated with private notes — no separate CRM, spreadsheet, or Trello board required.

Five stages — New → Contacted → Quoted → Won → Pass, updated in one click
Private notes — per-lead text field for contact names, quote figures, and follow-up reminders
Pipeline summary bar — stage counts visible at the top of My Leads for a quick portfolio overview
Auto status alerts — saved leads that receive a planning decision trigger an in-app notification automatically
Improvement

Daily Digest Email — Redesign

The morning email briefing was rebuilt from scratch. It now groups new leads and status change notifications in a single clean email, with a prominent hero lead and up to two secondary leads.

Hero lead card — highest-value match surfaced first, with address, value, and project type at a glance
Status change digest — saved applications that received a planning decision overnight are now included in the same email
Starter vs. Pro differentiation — Starter users see an upsell nudge; Pro users get the full briefing
New Feature

Interactive Maps + Nearby Applications

Every application detail page now includes a live map showing the site location, plus nearby applications within a 1km radius. Useful for understanding site context and spotting related development activity in the same street or block.

Site map — geocoded pin for the application address
Nearby pins — up to 10 other applications within 1km, colour-coded by status
Click-through — tap any nearby pin to jump to that application's detail page
New Feature

Agent Intelligence — Cross-Council Tracking

You can now track a specific architect or agent across every council we monitor — not just one area. One click on the "Track this agent" button on any application detail page creates a cross-council rule and automatically backfills the last 90 days of their submissions.

Single-click tracking — adds an agent rule from the application detail page
90-day auto-backfill — their recent history appears in My Leads immediately
Monitor Settings split — "Monitored Areas" and "Tracked Agents" now shown as separate sections
Launch

Platform Launch

MetisOS launched with a full stack of planning intelligence tools for UK property professionals — live alert monitoring, AI cost estimation, and first-time user onboarding.

Metis Valuation Engine — AI cost estimation across extension, new build, conversion, and 10+ other project types
Value threshold filtering — set a minimum estimated value on any monitored area alert rule
Onboarding tours — guided walkthroughs on the Live Feed dashboard and application detail page

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